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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$119M
3
Jane Street
3
Jane Street
New York
$119M
4
AssetMark Inc
4
AssetMark Inc
California
$237M
5
Barclays
5
Barclays
United Kingdom
$27.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$138M
3
OAM
3
Oppenheimer Asset Management
New York
$11.8M
4
AA
4
Advisory Alpha
Michigan
$1.72M
5
NYLIM
5
New York Life Investment Management
New York
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$2.07M 32,184 +13,100 +69%
SFS
127
Sowell Financial Services
Arkansas
$2.03M 31,610 +7,330 +30%
FNC
128
First National Corp
Massachusetts
$2.03M 31,557 +68 +0.2%
HAG
129
HF Advisory Group
Maryland
$2.01M 31,287 +31,287 New
FWA
130
FOCUS Wealth Advisors
Texas
$2.01M 31,249 -72 -0.2%
TA
131
TFB Advisors
Kansas
$1.96M 30,458 +30,458 New
MBT
132
Montecito Bank & Trust
California
$1.95M 30,294 -4,087 -12%
HWAM
133
Hennion & Walsh Asset Management
New Jersey
$1.95M 30,286 -1,641 -5%
PG
134
Patten Group
Tennessee
$1.9M 29,473 -1,354 -4%
OMC
135
Overbrook Management Corp
New York
$1.86M 28,834 -8,438 -23%
BMCM
136
Burns Matteson Capital Management
New York
$1.84M 28,637 -22,613 -44%
KIA
137
Kraematon Investment Advisors
Massachusetts
$1.84M 28,621 -247 -0.9%
FFN
138
Focus Financial Network
Minnesota
$1.82M 28,293 +2,335 +9%
BOTW
139
Bank of the West
California
$1.8M 28,031 -9,708 -26%
RT
140
Rockland Trust
Massachusetts
$1.79M 27,824 +22,848 +459%
TW
141
Towerpoint Wealth
California
$1.79M 27,801 +3,672 +15%
WTC
142
WhitTier Trust Company
Nevada
$1.76M 27,285 – –
Citadel Advisors
143
Citadel Advisors
Florida
$1.75M 27,184 -108,251 -80%
AA
144
Advisory Alpha
Michigan
$1.72M 26,779 -159,279 -86%
LTI
145
Laffer Tengler Investments
Tennessee
$1.65M 25,719 +19,608 +321%
HWM
146
Howard Wealth Management
Connecticut
$1.64M 25,510 -2,333 -8%
OIS
147
Okabena Investment Services
Minnesota
$1.63M 9,627 +9,627 New
WB
148
Webster Bank
Connecticut
$1.63M 25,292 -8,065 -24%
SW
149
SkyOak Wealth
Michigan
$1.61M 25,100 +1,431 +6%
CCT
150
Capital City Trust
Florida
$1.61M 25,085 – –
4 5
6
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